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Firm administration

Assign staff to security groups

If your firm uses the security features in Practice CS, you can assign staff to custom security groups to set permissions for various Practice CS features.
If your firm enables security in Practice CS, you'll need to assign each staff member to at least 1 security group. Staff will need to be assigned to a security group to sign in to Practice CS.
For more information on setting up security groups, refer to Set up security groups.
  1. Select
    Setup
    , then
    Staff
    .
  2. Select the
    Security
     tab.
    note
    This tab is available only if the
    Enable Firm Security
     checkbox is marked on the Preferences tab of the Firm setup screen.
  3. Select the staff ID in the Staff list to select a staff member, or enter it in
    Search
    .
  4. Select
    Edit
    .
  5. Mark the checkbox for a security group in the
    Member of groups
     list to assign all its security permissions to the selected staff member.
    note
    • The
      Member of groups
       list contains all security groups currently in the application. Security groups are created in the Security Groups window (
      Setup
      Security Groups
      ). If no security groups are selected in the Staff Security tab, the staff member won’t be able to sign in to the application.
    • When you select a security group, permissions for that group will appear in the
      Privileges
       tree.
    • Staff members can belong to multiple security groups. If there is a security conflict between groups (that is, if 1 group has the permission and the other doesn't), the staff member will be granted the permission.
    • If you have security permission, you can add, edit, or delete security groups by right-clicking the list and selecting from the context menu.
  6. To reset the staff member’s password, select
    Reset Password
     (or press Alt+R). This clears the user’s password, and lets the user enter a new password when next opening Practice CS.

This article applies to:

  • Product: Practice CS
  • Subject: Setup
  • Audiences: Staff